CPT SC TITLE HOLDING CORPORATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

PETE RODRIGUEZ

Phone

2013868590

Tax Period

2023-01-01 to 2023-12-31

CPT SC TITLE HOLDING CORPORATION, founded in 1997, is a mid-sized nonprofit that reported $17.0M in total revenue in fiscal year 2023. Revenue surged 413% from the prior year, signaling strong growth momentum. The organization ran a surplus of $16.8M, a strong 98% operating margin.

Mission

TITLE HOLDING COMPANY

Program Service Accomplishments

Program 1

THE CORPORATION HOLDS TITLE TO VARIOUS REAL ESTATE PROPERTIES LOCATED THROUGHOUT SOUTHERN CALIFORNIA WHICH COLLECTS AND DISTRIBUTES RENTAL INCOME LESS EXPENSES ON BEHALF OF THE SOUTHWEST CARPENTERS...

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $14,313,514

Other Revenue $2,719,164

TOTAL REVENUE $17,032,678

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $266,176

TOTAL EXPENSES $266,176

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,032,678	$3,319,567	+4.1%
Expenses	$266,176	$307,267	-0.1%
Net Income	$16,766,502	$3,012,300	+4.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CURTIS CONYERS JR	DIRECTOR	1.00	Director	$0	$0	$0
BERT LEWITT	DIRECTOR	1.00	Director	$0	$0	$0
DOUGLAS MCCARRON	DIRECTOR	1.00	Director	$0	$0	$0
PETE RODRIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$17,032,678	$266,176	$38,188,308	$16,766,502
2022	$3,319,567	$307,267	$68,588,823	$3,012,300
2021	$2,980,340	$1,463,471	$59,960,124	$1,516,869
2020	$131,853,530	$1,868,622	$63,582,577	$129,984,908
2019	$13,716,922	$1,489,523	$316,046,725	$12,227,399
2018	$13,019,843	$1,325,255	$268,138,714	$11,694,588